LPL Financial
IBMQ icon

LPL Financial’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

LPL Financial’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.4M Buy
445,124
+19,467
+5% +$497K ﹤0.01% 2015
2026
Q1 		$10.9M Buy
425,657
+131,178
+45% +$3.37M ﹤0.01% 1930
2025
Q4 		$7.53M Buy
294,479
+17,477
+6% +$446K ﹤0.01% 2184
2025
Q3 		$7.1M Buy
277,002
+11,760
+4% +$301K ﹤0.01% 2184
2025
Q2 		$6.74M Buy
265,242
+6,311
+2% +$159K ﹤0.01% 2064
2025
Q1 		$6.55M Buy
258,931
+42,992
+20% +$1.09M ﹤0.01% 1926
2024
Q4 		$5.44M Sell
215,939
-10,241
-5% -$260K ﹤0.01% 2017
2024
Q3 		$5.8M Buy
226,180
+17,603
+8% +$446K ﹤0.01% 1872
2024
Q2 		$5.22M Buy
208,577
+8,036
+4% +$201K ﹤0.01% 1810
2024
Q1 		$5.07M Buy
200,541
+28,687
+17% +$729K ﹤0.01% 1771
2023
Q4 		$4.4M Buy
171,854
+54,463
+46% +$1.35M ﹤0.01% 1766
2023
Q3 		$2.87M Buy
117,391
+4,542
+4% +$113K ﹤0.01% 2001
2023
Q2 		$2.84M Buy
112,849
+79
+0.1% +$2K ﹤0.01% 1958
2023
Q1 		$2.89M Buy
112,770
+11,090
+11% +$282K ﹤0.01% 1863
2022
Q4 		$2.55M Buy
101,680
+38,990
+62% +$962K ﹤0.01% 1902
2022
Q3 		$1.52M Buy
62,690
+2,096
+3% +$52.7K ﹤0.01% 2198
2022
Q2 		$1.52M Buy
60,594
+37,859
+167% +$944K ﹤0.01% 2243
2022
Q1 		$579K Buy
22,735
+4,126
+22% +$109K ﹤0.01% 3079
2021
Q4 		$507K Buy
18,609
+2,333
+14% +$63.4K ﹤0.01% 3270
2021
Q3 		$443K Buy
16,276
+3,228
+25% +$88.8K ﹤0.01% 3328
2021
Q2 		$358K Sell
13,048
-11,651
-47% -$319K ﹤0.01% 3448
2021
Q1 		$671K Buy
+24,699
New +$677K ﹤0.01% 2768

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial's IBMQ Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 4.6% in Q2 2026, buying an estimated $497K and bringing the position to 445,124 shares worth $11.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

LPL Financial first reported a position in IBMQ in Q1 2021 and has held it in 22 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • LPL Financial held 445,124 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $11.4M as of Q2 2026.
  • LPL Financial bought 19,467 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $497K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2015 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.